Import Organizations
Goal: Bring your existing companies, foundations, and other organizations into Omnivo in bulk using the migration template's Organizations sheet.
The Organizations sheet
The migration template includes an Organizations sheet that is imported before Contacts, so that when a person's row names their employer, that person can be linked to an organization that already exists.
Only Organization Name is required. Everything else is optional but improves matching and completeness.
| Column | Notes |
|---|---|
| Organization Name* | Required. The organization's legal or common name. |
| DBA | "Doing business as" / also-known-as name. |
| EIN / Tax ID | Strongly recommended. Used first when matching duplicates. |
| Organization Type | e.g. corporation, foundation, church, civic group. |
| Industry | Free-text industry descriptor. |
| NTEE Code | Nonprofit classification code, if known. |
| NAICS Code | Industry classification code, if known. |
| Website | Organization URL. |
| Contact Email / Contact Phone | General contact details for the organization. |
| Address, City, State, ZIP | Mailing address fields. |
| Parent Organization | Name of a parent org (for chapters/subsidiaries); linked after import. |
| Notes | Free-text notes carried onto the organization record. |
Column headers are matched flexibly — common variants (for example, EIN, Tax ID, URL, Zip Code) are recognized.
How matching works during import
As each row is imported, Omnivo checks for an organization that already exists by EIN first, then a normalized name (ignoring case, punctuation, and legal suffixes like "Inc." or "LLC"). When it finds one, the row updates that organization instead of creating a duplicate. This is the same matching used when gifts come in under slightly different names.
After import
- A person whose Contacts row names an employer is linked to that organization automatically (an employee affiliation), and their primary employer is set on their profile.
- Review the results under Constituents → Organizations, and use the Potential duplicates panel to merge any records that slipped through as separate.